Stelac Advisory Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,792
| Closed | -$239K | – | 287 |
|
|
2021
Q2 | $239K | Sell |
3,792
-74
| -2% | -$4.66K | 0.05% | 201 |
|
|
2021
Q1 | $216K | Buy |
+3,866
| New | +$216K | 0.08% | 148 |
|
|
2019
Q4 | – | Sell |
-2,230
| Closed | -$158K | – | 115 |
|
|
2019
Q3 | $158K | Buy |
+2,230
| New | +$158K | 0.11% | 80 |
|
|
2018
Q3 | – | Sell |
-6,479
| Closed | -$536K | – | 178 |
|
|
2018
Q2 | $536K | Buy |
6,479
+3,250
| +101% | +$269K | 0.15% | 43 |
|
|
2018
Q1 | $241K | Buy |
+3,229
| New | +$241K | 0.07% | 61 |
|